Leo Wealth LLC’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-600
| Closed | -$218K | – | 372 |
|
|
2024
Q3 | $218K | Buy |
+600
| New | +$218K | 0.02% | 320 |
|
|
2024
Q2 | – | Sell |
-884
| Closed | -$256K | – | 348 |
|
|
2024
Q1 | $256K | Buy |
884
+13
| +1% | +$3.76K | 0.03% | 287 |
|
|
2023
Q4 | $264K | Buy |
+871
| New | +$264K | 0.03% | 273 |
|